OHANA ADVISORS
Tel: 415-226-4710 101 Lucas Valley Suite 202 San Rafael, California 94903
About OHANA ADVISORS
OHANA ADVISORS is a San Rafael, California based financial advisory firm with nearly $2,129,244,734 in assets under management and provides investment advisory services for 17 clients. There are currently 12 financial advisors at the firm.
General Information
Firm CRD#:
158515
Firm SEC#:
801-75431
Assets Under Management:
$2,129,244,734
No. of Clients:
17
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection for other advisors
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